Author: Tricia Callahan, Associate Director, Research Training (SOT)
The PI Financial Portal is a dashboard that allows faculty to access sponsored and non-sponsored account data. The dashboard is intended to provide an ‘online bank account’ view of a faculty member’s current balances based on expenses that have already occurred. A few highlights of the PI Financial Portal include:
- Access to both project and award financials
- Ability to drill into detailed expense transactions
- Reports are downloadable to Excel
- Customizable dashboard
You can read more about the PI Financial Portal features and access a job aid at: https://scholarblogs.emory.edu/ranews/2023/02/19/pi-financial-portal/
Access Dashboards and Reports, including the PI Financial Portal at: https://finance.emory.edu/home/analytics-reporting/dashboards-reports.html [You must log in to Emory Business Intelligence (EBI)] at the top left to access the portal].
Alternatively, log in to EBI directly at: https://ebi.emory.edu/index.html